Resources

Tools & Tactics for the High-Impact Expert

Our vetted recommendations for scaling your knowledge business, categorized by the phase of your funnel they support.

The Knowledge Funnel: Your GenAI-Powered Pathway to High-Ticket Client Enrollment

The complete 8-chapter guide to designing, optimizing, and scaling your client acquisition system—from content strategy to ROTI measurement. Includes the Prompt Guide.

IMAGE PLACEHOLDER: Digital 3D mock-up of a book cover titled ‘The Knowledge Funnel’ with a minimalist circuit board background and a prominent green stylized tree icon. Brand colors only.

Vetted Software Recommendations

We only recommend tools that integrate seamlessly and boost your ROTI.

Affiliate Disclosure: We may earn a commission if you purchase through these links.

Category 1: Funnel & Automation

The best CRMs and sequencing tools to track Application Quality Score and reduce manual follow-up.

IMAGE PLACEHOLDER: Minimalist icon of a data pipeline or conveyor belt, symbolizing smooth workflow automation. Navy blue.

Add your affiliate links for funnel/automation tools here.

Category 2: GenAI Content & Strategy

The most efficient AI tools for prompt management, research, and generating high-ROTI content hooks.

IMAGE PLACEHOLDER: Minimalist icon of a text input box leading to a complex algorithm or network of nodes, symbolizing GenAI strategy. Green and gray.

Add your affiliate links for GenAI tools here.

Category 3: Course/Product Delivery

Platforms and processors structured for simple scaling and high-ticket sales.

IMAGE PLACEHOLDER: Minimalist icon of one geometric shape containing two smaller ones, symbolizing structuring a scalable product or course.

Add your affiliate links for course/product platforms here.